Signals

← Signals

☆GSLC

650 in-universe funds with a nonzero position in GSLC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22689
Score / z-0.365 / -0.53
Consensus195.81 over 365 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-24% / 1.0d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 3,708.8 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 738.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 704.8 14.2% 3 +1.9 pp +1.7 pp +14.2 pp +14.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 418.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 393.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 332.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 322.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 247.9 4.1% 3 -0.1 pp -0.2 pp +4.1 pp +4.1 pp
☆SigFig Wealth Management, LLC CIK 0001696957 0.938 142 230.5 6.9% 3 -0.0 pp -0.6 pp +6.9 pp +6.9 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 160.3 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Glenview Trust Co CIK 0001691827 0.856 500 153.6 2.4% 3 -0.0 pp -0.2 pp +2.4 pp +2.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 152.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 132.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 109.9 11.3% 3 -0.3 pp -0.3 pp +11.3 pp +11.3 pp
☆SFMG, LLC CIK 0001512026 0.796 334 109.8 7.4% 3 -0.0 pp -0.0 pp +7.4 pp +7.4 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 108.9 0.4% 3 -0.3 pp -0.3 pp +0.4 pp +0.4 pp
☆High Probability Advisors, LLC CIK 0002039415 0.830 75 107.3 14.3% 3 -0.2 pp -0.2 pp +14.3 pp +14.3 pp
☆Goldstein Advisors, LLC CIK 0001963807 0.653 261 89.4 10.2% 3 -0.3 pp +1.1 pp +10.2 pp +10.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 88.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 86.3 10.9% 4 -0.3 pp -1.1 pp -1.6 pp +10.9 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 86.1 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Riverpoint Wealth Management Holdings, LLC CIK 0001682733 0.858 61 85.0 18.3% 3 -0.3 pp -0.4 pp +18.3 pp +18.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LIFELONG WEALTH ADVISORS, INC. CIK 0002051717 0.662 97 71.6 19.0% 3 -2.1 pp -2.8 pp +19.0 pp +19.0 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 70.4 2.4% 3 -0.0 pp -0.1 pp +2.4 pp +2.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 67.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 62.6 24.1% 3 -1.3 pp -2.3 pp +24.1 pp +24.1 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 61.9 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 60.8 4.4% 3 +0.3 pp +0.3 pp +4.4 pp +4.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 57.5 0.4% 5 -0.0 pp +0.4 pp -0.1 pp -0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 57.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 56.0 3.7% 3 -0.1 pp +0.0 pp +3.7 pp +3.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 54.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DROMS STRAUSS ADVISORS INC /MO/ /ADV CIK 0001053292 0.718 81 50.2 13.2% 3 -1.2 pp -1.6 pp +13.2 pp +13.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 47.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.431 294 47.2 6.3% 3 +0.2 pp +0.2 pp +6.3 pp +6.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 45.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 45.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 43.4 5.0% 3 -0.3 pp -0.8 pp +5.0 pp +5.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 42.7 1.4% 3 +0.1 pp +0.2 pp +1.4 pp +1.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 39.4 0.7% 3 +0.4 pp +0.4 pp +0.7 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 35.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 35.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 33.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 32.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 29.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 29.5 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 28.9 0.2% 3 -0.3 pp -0.4 pp +0.2 pp +0.2 pp
☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 28.3 4.0% 3 -0.4 pp -0.6 pp +4.0 pp +4.0 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 27.0 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆&PARTNERS CIK 0000107136 0.806 2509 26.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆VAUGHAN & Co SECURITIES, INC. CIK 0000805870 0.782 61 24.7 12.8% 3 +0.1 pp +0.2 pp +12.8 pp +12.8 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 24.3 5.3% 3 -0.1 pp -0.9 pp +5.3 pp +5.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 23.8 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 23.4 0.8% 3 -0.1 pp -0.6 pp +0.8 pp +0.8 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 22.6 8.0% 3 +0.3 pp +1.6 pp +8.0 pp +8.0 pp
☆NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 22.4 10.1% 3 -0.1 pp -0.2 pp +10.1 pp +10.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 22.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 21.6 7.6% 3 -0.1 pp +0.0 pp +7.6 pp +7.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 20.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 19.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 19.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ARVEST INVESTMENTS, INC. CIK 0001025038 0.516 255 19.1 2.7% 3 -0.0 pp +0.0 pp +2.7 pp +2.7 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 18.8 2.6% 3 +0.0 pp +0.1 pp +2.6 pp +2.6 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 18.7 1.9% 3 +0.0 pp -0.3 pp +1.9 pp +1.9 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 18.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Paul R. Ried Financial Group, LLC CIK 0002033053 0.730 47 18.6 8.8% 3 -0.4 pp -1.1 pp +8.8 pp +8.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 18.4 5.7% 3 -0.9 pp -1.2 pp +5.7 pp +5.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Silicon Valley Capital Partners CIK 0001673633 0.733 457 17.9 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Horizon Family Wealth, Inc. CIK 0001910660 0.434 93 17.9 9.5% 3 -0.8 pp -1.2 pp +9.5 pp +9.5 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 17.6 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 16.3 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 16.2 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆LINCOLN CAPITAL CORP CIK 0000872359 0.404 99 16.0 5.7% 3 -0.3 pp -0.4 pp +5.7 pp +5.7 pp
☆Nabity-Jensen Investment Management Inc CIK 0002044851 0.549 70 15.7 10.6% 3 -0.3 pp -0.4 pp +10.6 pp +10.6 pp
☆Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 15.7 7.6% 3 -1.0 pp -1.1 pp +7.6 pp +7.6 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 14.9 2.5% 3 -0.1 pp -0.1 pp +2.5 pp +2.5 pp
☆NOVARE CAPITAL MANAGEMENT LLC CIK 0001388409 0.534 210 14.3 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 13.5 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 13.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XML Financial, LLC CIK 0001800465 0.420 447 13.0 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 12.9 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆Family Manage LLC CIK 0001539947 0.278 323 12.8 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Regal Investment Advisors LLC CIK 0001559789 0.425 647 12.6 0.8% 3 -0.1 pp -0.2 pp +0.8 pp +0.8 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 12.4 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
☆Hixon Zuercher, LLC CIK 0001806752 0.261 88 12.3 3.7% 3 +0.1 pp +0.4 pp +3.7 pp +3.7 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 12.2 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nicholson Meyer Capital Management, Inc. CIK 0002065771 0.560 45 10.8 8.2% 3 +0.1 pp -0.1 pp +8.2 pp +8.2 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 10.8 7.5% 3 -0.4 pp +0.2 pp +7.5 pp +7.5 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 10.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 10.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 10.1 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PFG Advisors CIK 0001694435 0.248 791 9.4 0.5% 3 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 9.2 3.0% 3 -0.0 pp +0.0 pp +3.0 pp +3.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Keebeck Wealth Management CIK 0001803675 0.338 471 8.3 1.0% 3 -0.0 pp +0.6 pp +1.0 pp +1.0 pp
☆Lee, Kelleher & Klein Wealth Management CIK 0002063827 0.754 49 8.2 4.9% 4 -0.1 pp -0.2 pp -0.3 pp +4.9 pp
☆Forbes Financial Planning, Inc. CIK 0001911316 0.662 38 7.7 4.5% 3 -0.6 pp -0.5 pp +4.5 pp +4.5 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 7.5 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 7.5 1.8% 3 -1.0 pp -1.0 pp +1.8 pp +1.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFS Partners, LLC CIK 0002002654 0.478 599 7.1 3.3% 3 -0.1 pp -0.1 pp +3.3 pp +3.3 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 6.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.7 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 6.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 6.7 0.7% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 6.4 4.7% 3 -0.0 pp -0.1 pp +4.7 pp +4.7 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 6.4 2.3% 3 -0.1 pp +0.0 pp +2.3 pp +2.3 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 6.4 3.1% 3 +2.7 pp +2.9 pp +3.1 pp +3.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 5.9 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 5.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆FCA CORP /TX CIK 0001166402 0.236 203 5.7 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Emerald Advisors, LLC CIK 0001802611 0.889 130 5.4 0.7% 3 -0.2 pp -0.1 pp +0.7 pp +0.7 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.1 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 4.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 4.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 4.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 4.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 4.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 4.2 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 4.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Gilbert Capital Group, Inc. CIK 0002035854 0.077 56 4.0 3.0% 2 -4.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 3.9 2.5% 3 +0.2 pp +0.2 pp +2.5 pp +2.5 pp
☆ENDEAVOR PRIVATE WEALTH, INC. CIK 0001906023 0.261 216 3.8 1.1% 3 -1.2 pp -1.7 pp +1.1 pp +1.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 3.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 3.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Mengis Capital Management, Inc. CIK 0001609674 0.345 218 3.7 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
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☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 0.0 0.0% 0 -0.3 pp -0.4 pp -0.3 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -27.3 pp -27.5 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GSLC). Qtrs Held counts distinct quarters this fund has actually held GSLC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GSLC position size. Δ columns are the percentage-point change in GSLC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status